Sumitomo Mitsui DS Asset Management Company Ltd Boosts Stake in Ventas, Inc. $VTR

Sumitomo Mitsui DS Asset Management Company Ltd raised its stake in shares of Ventas, Inc. (NYSE:VTR) by 6.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 168,401 shares of the real estate investment trust’s stock after acquiring an additional 9,750 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Ventas were worth $13,031,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Cloud Capital Management LLC bought a new stake in Ventas during the third quarter valued at about $25,000. GoalVest Advisory LLC bought a new position in Ventas in the fourth quarter worth about $26,000. Wiser Advisor Group LLC purchased a new stake in shares of Ventas during the third quarter valued at about $27,000. ORG Partners LLC boosted its holdings in shares of Ventas by 76.1% in the 3rd quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust’s stock valued at $32,000 after buying an additional 197 shares in the last quarter. Finally, Wilmington Savings Fund Society FSB boosted its holdings in shares of Ventas by 65.5% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 455 shares of the real estate investment trust’s stock valued at $32,000 after buying an additional 180 shares in the last quarter. 94.18% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

VTR has been the subject of several recent analyst reports. KeyCorp boosted their price objective on shares of Ventas from $85.00 to $90.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 10th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Ventas in a report on Friday, March 27th. Argus set a $88.00 target price on Ventas in a report on Tuesday, February 10th. Wells Fargo & Company boosted their target price on shares of Ventas from $88.00 to $93.00 and gave the company an “overweight” rating in a research report on Thursday, March 26th. Finally, Morgan Stanley set a $90.00 price target on Ventas in a report on Friday, February 13th. Fourteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $93.19.

Insider Activity at Ventas

In other news, EVP Carey S. Roberts sold 35,532 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $85.00, for a total transaction of $3,020,220.00. Following the completion of the sale, the executive vice president owned 72,755 shares of the company’s stock, valued at $6,184,175. This represents a 32.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.53% of the company’s stock.

Ventas Trading Down 0.1%

Shares of Ventas stock opened at $86.71 on Thursday. The company has a current ratio of 0.25, a quick ratio of 0.25 and a debt-to-equity ratio of 0.95. Ventas, Inc. has a twelve month low of $61.76 and a twelve month high of $88.50. The firm has a market capitalization of $42.16 billion, a PE ratio of 157.66, a P/E/G ratio of 2.14 and a beta of 0.74. The firm’s 50-day moving average price is $84.81 and its 200 day moving average price is $80.45.

Ventas (NYSE:VTR) last posted its quarterly earnings data on Monday, April 27th. The real estate investment trust reported $0.11 EPS for the quarter, missing the consensus estimate of $0.12 by ($0.01). Ventas had a return on equity of 2.09% and a net margin of 4.25%.The firm had revenue of $1.65 billion for the quarter, compared to analysts’ expectations of $1.59 billion. During the same quarter last year, the firm posted $0.84 earnings per share. Ventas’s quarterly revenue was up 22.0% on a year-over-year basis. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. On average, sell-side analysts predict that Ventas, Inc. will post 3.85 EPS for the current fiscal year.

About Ventas

Ventas, Inc (NYSE: VTR) is a real estate investment trust (REIT) that specializes in healthcare-related real estate. The company acquires, owns and manages a diversified portfolio of properties serving the healthcare continuum, including senior housing communities, skilled nursing facilities, medical office buildings, life science and research centers, and other properties leased to healthcare providers and operators. Ventas generates revenue through long-term leases, property management and selective development activities focused on meeting the real estate needs of the healthcare sector.

Ventas’ business model combines property ownership with active asset management and capital markets activity.